See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,011 | $81,248-58.1% | $155,509-78.1% | $80,856-57.9% |
| Participation rate | 59.1% | 66.2%-7.1pp | 78.2%-19.1pp | 67.6%-8.5pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,511 | $3,100-51.3% | $4,672-67.7% | $2,755-45.1% |
| Participant deferral / active EE | $2,985 | $3,452-13.5% | $5,626-47.0% | $4,296-30.5% |
| Admin fee / account holder | $1,414 | $7,997-82.3% | $15,912-91.1% | $6,918-79.6% |